Financial Signals

Financial health signals extracted from quarterly SEC filings via the Alphavantage API. Our system analyzes income statements, balance sheets, cash flows, and key financial ratios to identify companies facing financial challenges or experiencing strong growth.

Why This Signal Matters

• Validate pain points - Time outreach around earnings announcements when pain points are top of mind
• Support ROI conversations - Use prospect's actual financial metrics (e.g., "With your current $50M in sales expenses...")
• Identify budget availability - Track capital expenditure trends and investment priorities
• Match solutions - Align your pitch to documented financial challenges (e.g., pitching automation when margins decline)
• Target cost-sensitive buyers - Engage when margins are under pressure
• Time around earnings - Surface opportunities when executive attention is heightened

Available Subtypes

Signal Categories

Signals are organized into these categories:

Schema

{
  "signal_id": "b4a2c8d1-e5f9-4a3b-8c2d-f1e2a3b4c5d6",
  "batch_id": "av-20260119-abc123",
  "signal_type": "alphavantage-financial",
  "signal_subtype": "negativeQuarterlyRevenueGrowth",
  "detected_at": "2026-01-19T14:30:00.000000Z",
  "association": "company",
  "company": {
    "name": "Acme Corporation",
    "domain": "acme.com",
    "ticker": "ACME",
    "linkedin_url": "linkedin.com/company/acme",
    "industries": ["Technology"],
    "sector": "Technology",
    "employee_count_low": 5000,
    "employee_count_high": 10000,
    "description": "Acme Corporation is a technology company."
  },
  "data": {
    "summary": "ACME reported -8.5% quarterly revenue decline year-over-year",
    "detail": "When year-over-year quarterly revenue growth dips below zero, it indicates declining sales, shrinking customer base, or loss of market share.",
    "relevance": 0.87,
    "confidence": "high",
    "sentiment": "negative",
    "signal_category": "distress",
    "sales_relevance": "Cost efficiency and customer retention solutions",
    "fiscal_period": "Q3",
    "fiscal_year": 2025,
    "metrics": {
      "quarterly_revenue_growth_yoy": -0.085,
      "profit_margin": 0.042,
      "ebitda": 125000000,
      "operating_margin_ttm": 0.078,
      "revenue_ttm": 2400000000,
      "market_capitalization": 8500000000,
      "50_day_moving_average": 42.50,
      "200_day_moving_average": 48.75,
      "beta": 1.45,
      "earnings_surprise_pct": -0.12,
      "pe_ratio": 18.5,
      "peg_ratio": 1.2,
      "dividend_per_share": 0.85,
      "eps": 2.35,
      "gross_profit_ttm": 720000000,
      "capital_expenditures": 180000000,
      "operating_cashflow": 350000000,
      "revenue_per_share_ttm": 24.50,
      "quarterly_earnings_growth_yoy": -0.05,
      "price_to_sales_ratio_ttm": 3.54
    },
    "condition_met": "QuarterlyRevenueGrowthYOY < 0",
    "data_source": "alphavantage",
    "last_refreshed": "2026-01-15"
  }
}

Field Reference

Core Fields

Company Object

Data Object

Metrics Object

Signal Evaluation Logic

Each signal is evaluated based on specific financial conditions. Multiple signals can fire for the same company if multiple conditions are met. Signals are scored and ranked by severity/opportunity.

Subtype Details & Messaging Examples

Declining Revenue with Low Margins

The company's growth is slowing down and they're making less money on each sale than before (profit margins below 10%). This usually means they're facing tougher competition or the market is getting harder.

Example message to CRO:

"Your latest 10K showed margins tightening to 8% - pattern we're seeing across enterprise tech. Are you exploring ways to expand revenue from existing customers vs. costly new logo acquisition?"

High Sales Costs Eating Revenue

The company is spending a lot on sales but not seeing enough results. They're bringing in money, but too much is going towards just making those sales happen.

Example message to VP Sales:

"Noticed in your financials that sales expenses grew 32% while revenue only grew 15%. How are you thinking about improving sales efficiency without sacrificing growth?"

Growing but Losing Market Share

While the company is making more money than last year, they're not growing as fast as their competitors.

Example message to CMO:

"While your revenue grew 12% last quarter, I noticed your market cap multiple suggests losing share to competitors. How are you approaching differentiation in this crowded market?"

Strong Growth Bringing New Challenges

The company is growing fast (over 20% year-over-year), which creates scaling challenges for systems, hiring, and infrastructure.

Example message to CTO:

"Saw you hit 28% YoY growth - impressive. How are your technical systems handling the scale? Many companies we work with find their data infrastructure starts breaking around this stage."

Significant Earnings Beat

The company performed much better than investors expected last quarter (over 25% better), creating new pressures to maintain momentum.

Example message to CRO:

"Impressive 32% earnings beat last quarter. As expectations rise, how are you thinking about maintaining this momentum while keeping sales efficiency high?"

Significant Earnings Miss

The company performed much worse than investors expected last quarter (over 25% worse), creating immediate challenges to rebuild investor confidence.

Example message to VP Sales:

"Saw the 28% earnings miss last quarter. As someone helping companies maintain growth during restructuring, curious how you're adapting your sales strategy?"

API Usage

Generate Content API

{
  "enabledInsights": ["alphavantageFinancial"],
  "disabledInsights": []
}

Generate Insights API

{
  "insightSubtype": "negativeQuarterlyRevenueGrowth"
}

Example Outputs

"Noticed in your latest quarterly report that revenue declined 8.5% year-over-year. We're helping similar companies improve customer retention and reduce churn - would love to share what's working."

"Saw that Acme's operating margins have been under pressure lately. We specialize in helping companies streamline operations and reduce costs without sacrificing growth - worth a quick chat?"

"Congrats on the strong quarter - 20%+ revenue growth is impressive! As you scale, we're helping fast-growing companies like yours maintain efficiency. Would love to explore how we can support your momentum."

Coverage

• Source: Alphavantage API (INCOME_STATEMENT, BALANCE_SHEET, CASH_FLOW, EARNINGS, OVERVIEW)
• Refresh: Quarterly (within 1 week of earnings release)
• Coverage: ~5,000+ US public companies
• Best for: Enterprise sales, finance-focused solutions, C-suite engagement